See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,533 | $58,512+49.6% | $84,015+4.2% | $72,985+19.9% |
| Participation rate | 63.6% | 61.2%+2.4pp | 69.0%-5.4pp | 69.5%-5.8pp |
| Annual return | 13.47% | 28.93%-15.5pp | 71.31%-57.8pp | 81.00%-67.5pp |
| Employer contribution / active EE | $1,381 | $1,163+18.7% | $1,983-30.4% | $2,440-43.4% |
| Participant deferral / active EE | $3,472 | $2,394+45.0% | $3,239+7.2% | $3,607-3.8% |
| Admin fee / account holder | $746 | $4,569-83.7% | $6,101-87.8% | $5,124-85.5% |